海底電纜系統－市場佔有率分析、產業趨勢與統計、成長預測（2025-2030）

Submarine Cable Systems - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年03月18日 | 出版商:

Mordor Intelligence | 英文 129 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計 2025 年海底電纜系統市場規模為 148.8 億美元，到 2030 年將達到 241.8 億美元，預測期內（2025-2030 年）的複合年成長率為 10.2%。

關鍵亮點

海底電纜系統通常利用光纖電纜傳輸資料和電力。這些系統鋪設在海床上，連接各個位置的海纜登陸站 (CLS)，向廣闊的海洋區域傳輸通訊和電力訊號。海底電纜系統為世界各國提供可靠、安全、高容量的通訊鏈路。
推動海底電纜系統市場成長的主要因素之一是高速網路基礎設施投資的增加。此外，全球數據產生和傳輸的持續擴張預計將顯著推動市場成長。因此，預計在整個預測期內將有大量網路骨幹業者投資海底電纜系統市場。
隨著網路存取在新興國家的擴大，下一階段的網路改進可能會集中在全球新興市場。因此，包括政府機構在內的許多公司都認為海底電纜分配系統市場前景看好。此外，行動寬頻的快速普及也為該產業的發展做出了巨大貢獻。
此外，由於可支配收入增加、5G 的推出以及通訊基礎設施的進步等各種因素，全球對智慧型手機的需求正在上升。據愛立信稱，預計全球智慧型手機用戶數量將在 2021 年達到 62.6 億，到 2027 年將達到 76.9 億。預計這些趨勢將繼續推動市場發展。
海底電纜對全球經濟和通訊至關重要，其運作環境日益受到地緣政治、物理和網路威脅，包括民族國家破壞和間諜活動。據官方資訊來源稱，海底通訊電纜正在成為網路威脅的目標，這可能會對全球網路造成嚴重破壞，進一步影響研究市場的成長。

海底電纜系統市場趨勢

乾燥植物產品推動市場成長

乾式設備構成了陸上海底電纜網段，從海灘上的沙井延伸到電纜登陸站。其中包括供電設備（PFE）、海底電纜終端設備、網路管理系統和陸地電纜段。
隨著客戶對寬頻服務的需求和網路效能的提高，全球通訊流量正在迅速擴大。例如，根據國際電信聯盟的預測，到2023年，亞太地區固定寬頻用戶將達到約8.48億，較2022年增加約5,000萬。因此，對海底通訊系統的需求正在穩步成長，不僅包括新建電纜系統的需求，還包括現有電纜系統的容量擴展的需求。為了滿足日益成長的需求，一些公司正在開發利用光學技術的海底線路終端設備 (SLTE)。
例如，Google-Equaiano 海底電纜的聖赫勒拿島支線將於 2023 年 10 月開通，透過高速海底光纜將島嶼連接到網路。到2023年6月，電纜海底終端設備的安裝和整合完成，當地陸地光纖網路的建設工作也已開始。
陸地電纜段將海底電纜終端與電纜登陸站的供電設備和其他系統連接起來。網路管理系統作為統一的平台，管理海底電纜系統中的所有設備，並在日常維護和營運期間監督濕設備、供電設備（PFE）、開放電纜接入設備（OCAE）和網路運作。
乾燥植物產品通常設計用於承受惡劣的沿海環境條件，例如強風、鹽霧和極端溫度。乾式設備故障會導致整個海底電纜系統停止服務，因此其設計優先考慮高可靠性。

跨太平洋航線佔很大市場佔有率

在跨太平洋地區，第一條跨太平洋海底電纜系統TPC-1（跨太平洋1號電纜）於1960年代投入使用。這是一條小型海底同軸電纜，擁有 128 條電路，連接日本、關島、夏威夷，並經由夏威夷連接美國當地。此後，多條跨太平洋海底電纜系統不斷建成，大大擴大了該地區的容量。
海底電纜承載著全球97%以上的網路流量，反映出我們日常業務對網路的依賴日益加深。網路將世界各地的人們連接起來的能力導致國際流量不斷增加。亞太地區約佔全球網路流量的一半，推動了對海底通訊電纜的需求。該地區某些國家缺乏海底通訊，刺激了對跨太平洋更快網際網路服務的需求，促使世界銀行和亞洲開發銀行等組織為新的海底通訊系統提供資金。
2022年7月，日本電信電話株式會社、三井物產株式會社、PC Landing株式會社、JA三井租賃株式會社宣布成立新公司Seiren Juno Network（以下簡稱“Seiren”），建設和營運連接日本和美國的最廣泛的跨太平洋海底電纜系統JUNO。
此外，2022年8月，NEC株式會社宣布Selenium Juno Networks株式會社被選定為JUNO光纜系統的建設公司，該光纜系統是一條連接美國加利福尼亞州與日本千葉縣和三重縣的跨太平洋海底光纜。該電纜長度超過10,000公里，預計於2024年完工。
日本、澳洲等地區主要國家都將海底電纜系統視為經濟成長的關鍵，紛紛增加對海底電纜網路的投資，創造了市場機會。例如，2023年7月，日本政府宣布計畫增加數位基礎設施發展基金，以擴大連接日本與世界其他地區的海底電纜網路。

海底電纜系統市場概況

海底電纜系統市場由多家主要企業，包括 NTT 通訊公司、耐吉森公司、富士通有限公司、NEC 公司和阿爾卡特海底網路公司。這些公司正在採取合資、長期夥伴關係和併購等策略性舉措，以提高收益成長並擴大其全球影響力。

2023年10月，NEC宣布印尼Patara-2海底電纜網路竣工開通。該網路由印尼最大的數位通訊供應商 PT Telkom Indonesia 擁有，標誌著印尼各島嶼數位化進程邁出了關鍵一步。

同樣，谷歌有限責任公司也在同月宣布了其南太平洋連接計劃。該計劃包括引入兩條新的跨太平洋海底電纜（Honomoana 和 Tabua）。這些電纜旨在顯著提高跨太平洋數位連接的可靠性和彈性。

其他福利

Excel 格式的市場預測 (ME) 表
3個月的分析師支持

Key Highlights

Submarine cable systems typically utilize optical fiber cables for transmitting both data and power. These systems are laid on the seabed, connecting cable landing stations (CLS) at different locations to carry telecommunication and power signals across vast expanses of the ocean. Submarine cabling systems offer highly reliable, secure, and high-capacity telecommunication links between countries worldwide.
One primary factor driving the growth of the submarine cabling system market is the increased investment in high-speed internet infrastructure. Additionally, the continuous expansion in data generation and transmission globally is anticipated to significantly boost market growth. Consequently, numerous internet backbone operators are expected to invest in the submarine cabling system market throughout the forecast period.
As Internet access expands in developing countries, the next phase of network improvement may focus on emerging markets worldwide. Consequently, many businesses, including government entities, perceive the submarine cabling system market as a lucrative prospect. Moreover, the rapid increase in mobile broadband adoption significantly contributes to industry growth.
Furthermore, the global demand for smartphones has been on the rise due to various factors, including increasing disposable income, the introduction of 5G, and telecom infrastructure advancements. Ericsson reports that the global number of smartphone subscribers was 6.26 billion in 2021, predicted to reach 7.69 billion in 2027. These trends are expected to remain key drivers of the studied market's growth.
Submarine cables, crucial to the global economy and telecommunications, operate in an environment increasingly exposed to geopolitical, physical, and cyber threats, including nation-state sabotage and spying. According to official sources, submarine communication cables are a growing target for cyber-threat actors, with incidents capable of causing substantial global internet disruption, further impacting the studied market's growth.

Submarine Cable Systems Market Trends

Dry Plant Products to Drive the Market's Growth

The dry plant comprises the subsea cable network segment on land, extending from the beach manhole to the cable landing station. This encompasses power feeding equipment (PFE), submarine line terminal equipment, network management systems, and land cable segments.
Global telecommunications traffic is rapidly expanding in response to customer demands for broadband services and enhanced network performance. For instance, according to ITU, the By 2023, there were approximately 848 million fixed broadband subscriptions in the Asia-Pacific area, showing a growth of almost 50 million compared to 2022. Consequently, the demand for submarine telecommunication systems is steadily increasing, not only for constructing new cable systems but also for augmenting the capacity of existing ones. Several companies are developing Submarine Line Terminal Equipment (SLTE) utilizing optical technologies to meet this rising demand.
For instance, in October 2023, the Saint Helena branch of the Google Equiano cable was activated, representing the island's inaugural connection to the internet through high-speed subsea fiber optic cables. By June 2023, the installation and integration of the cable's Submarine Line Terminal Equipment had concluded, prompting the commencement of work on the local terrestrial fiber optic network.
The land cable segments link the submarine line terminals to the power-feeding equipment and other systems at the cable landing station. The Network Management System serves as the unified platform managing all equipment in the submarine cable system, overseeing the wet plant, Power Feeding Equipment (PFE), Open Cable Access Equipment (OCAE), and network operations during routine maintenance and operation.
Dry plant products are typically engineered to withstand harsh coastal environmental conditions, including high winds, salt spray, and extreme temperatures. Their design prioritizes high reliability, as any disruption to the dry plant can result in a service outage for the entire submarine cable system.

Trans-Pacific to Hold a Significant Market Share

In the transpacific region, the first Trans-Pacific submarine cable system (TPC-1 (Trans-Pacific Cable 1)) operated during the 1960s. It was a submarine coaxial cable that began with a modest 128-phone line capacity, linking Japan, Guam, Hawaii, and the mainland United States via Hawaii. Since then, numerous transpacific submarine cable systems have continuously been constructed, significantly expanding the region's capacity.
Submarine cables handle over 97% of global Internet traffic, reflecting the widespread reliance on the Internet for daily tasks. The Internet's capability to connect people globally has led to a continuous rise in international traffic. The Asia Pacific region contributes approximately half of the world's internet traffic, driving the demand for submarine communication cables. The lack of these systems in certain countries within this region has spurred the need for faster internet services in the Transpacific region, prompting funding from organizations like the World Bank and the Asia Development Bank for new cable systems.
In July 2022, NTT Ltd Japan Corporation, Mitsui & Co. Ltd, PC Landing Corp., and JA Mitsui Leasing, Ltd. announced the formation of a new company, Seren Juno Network Co., Ltd. ("Seren"), established to construct and operate "JUNO," the most extensive trans-Pacific submarine cable system linking Japan and the United States.
Moreover, in August 2022, NEC Corporation revealed that Seren Juno Network had selected them to build the trans-Pacific subsea fiber-optic cable, the "JUNO Cable System," connecting California in the United States with Chiba and Mie prefectures in Japan. This cable, spanning over 10,000 km, is projected to be completed by 2024.
Key countries in the region, including Japan and Australia, among others, consider submarine cabling systems vital for their economic growth and are intensifying their investments in submarine cable networks, creating opportunities in the studied market. For instance, in July 2023, the Japanese government unveiled plans to augment the Digital Infrastructure Development Fund to expand the submarine cable networks linking Japan with the rest of the world.

Submarine Cable Systems Market Overview

The submarine cable systems market features various key players, including NTT Communications Corporation, Nexans SA, Fujitsu Ltd, NEC Corporation, and Alcatel Submarine Networks. These companies engage in collaborative ventures, long-term partnerships, and strategic initiatives like mergers and acquisitions to bolster revenue growth and expand their global presence.

In October 2023, NEC Corporation marked the completion and activation of the Patara-2 submarine cable network in Indonesia. This network, owned by PT Telkom Indonesia, the country's largest digital telecommunications provider, stands as a pivotal step in advancing digitization efforts across Indonesia's diverse islands.

Similarly, Google LLC revealed plans for the South Pacific Connect initiative during the same month. This initiative entails the implementation of two new transpacific subsea cables-Honomoana and Tabua. These cables aim to significantly enhance the reliability and resilience of digital connectivity across the Pacific region.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

4.1 Market Overview
4.2 Industry Attractiveness - Porter's Five Forces Analysis
- 4.2.1 Bargaining Power of Buyers
- 4.2.2 Bargaining Power of Suppliers
- 4.2.3 Threat of New Entrants
- 4.2.4 Threat of Substitute Products
- 4.2.5 Degree of Competition
4.3 Industry Value Chain Analysis
4.4 Impact of Macro-trends on the Industry

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Increasing Demand for Internet Bandwidth from Content Providers
- 5.1.2 Increasing Submarine Cable Connectivity in Emerging Regions
- 5.1.3 Growing Investments in Offshore Wind Farms
5.2 Market Restraints
- 5.2.1 Data Privacy and Localization Initiatives
- 5.2.2 Geopolitical Tensions Limiting Projects

6 MARKET SEGMENTATION

6.1 By Type
- 6.1.1 Dry Plant Products
- 6.1.2 Wet Plant Products
6.2 By Ownership Type
- 6.2.1 Multiple Ownership System
- 6.2.2 Single Ownership System
- 6.2.3 Multilateral Development Banks
6.3 By Geography
- 6.3.1 Trans - Pacific
- 6.3.2 Trans - Atlantic
- 6.3.3 US - Latin America
- 6.3.4 Intra Asia
- 6.3.5 Europe - Asia
- 6.3.6 Europe - Sub-Saharan Africa

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Alcatel Submarine Networks
- 7.1.2 NEC Corporation
- 7.1.3 Nexans SA
- 7.1.4 Fujitsu Ltd
- 7.1.5 NTT Communications Corporation
- 7.1.6 Google LLC
- 7.1.7 SubCom LLC
- 7.1.8 Sumitomo Electronics Industries Ltd
- 7.1.9 JDR Cable Systems LLC
- 7.1.10 PT Communication Cable System Indonesia Tbk